| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.70% | -6.27% | 5.62% | 15.87% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.07% | 6.19% | 6.43% |
| Negative volatility | 7.13% | 4.66% | 4.44% |
| Sharpe | Neg | Neg | 0.17 |
| Sortino | Neg | Neg | 0.24 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Limited Maturity W1 $ | 7.99% | 1.68% | 1.96% | 11.51% | -6.68% | 0.70% | |
| Bond USA - Corporate & Government Short-Mid-Term | 7.03% | 2.65% | 0.82% | 11.04% | -7.32% | 0.34% | |